Equisoft/centralize Integrations

Off-the-shelf life, annuity & final expense insurance products are built-in and ready to launch. Including products with unit funds and a wide array of investment crediting rules. Complete support for bulk file transactions as well as portals for plan administrator and participant self-service. We've transformed clients with complex annuity products, and data migration in 6 months. No need for cloud architects, advanced CI/CD expertise, and little involvement from your IT staff. Consistent product launches and ROI keep you focused on innovating ahead of the competition. Consolidate end-to-end management of your agency, commissions, compensation, and claims with our modular approach to policy administration system implementation.

Powerful insurance illustration software that helps your advisors present like pros, because it does everything for them. Recognized by Celent as an industry leader in the 2020 Life illustrations report. Leverage multiple solves, run what-if scenarios, compare full products, or just features. Show insurance benefits with a single click, and compare against other financial products or strategies. Our solution is fully web-based, but can also be deployed offline on a laptop if needed. And even if it’s offline the same rules, rates and calculations can still be shared.